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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,415 | $183,627-46.9% | $155,602-37.4% | $145,978-33.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.80% | 61.32%-55.5pp | 64.81%-59.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $1,615 | $5,316-69.6% | $4,675-65.5% | $4,662-65.4% |
| Participant deferral / active EE | $444 | $6,466-93.1% | $5,629-92.1% | $6,690-93.4% |
| Admin fee / account holder | $2,324 | $19,327-88.0% | $15,923-85.4% | $13,400-82.7% |